Ace National Lookup option
Note: In most cases, you can enter a last name and a zip code to find rewards information on a customer. For even more information, you can enable the Ace Nat’l Lookup radio button and be given all stores participating in Ace Rewards. To use the Ace National Lookup option: In Paladin, on the top […]
Do It Best: Electronic coupons
Paladin supports and automatically processes the Do It Best (DIB) family of dollar off coupons. The data to drive this customer-friendly program is transmitted to your store inside the existing file maintenance download files. As each coupon is reviewed and processed, the “retail” price of each coupon is set to a negative value. This allows […]
Accounts receivable update from credit purchase orders
A credit purchase order (PO) is an instrument that removes inventory from your store and shows it as money the “supplier” owes you. In Paladin, all credit balance POs create a NON-REVENUE invoice and charge the credit PO balance to your accounts receivable system. This increases accounts receivable WITHOUT increasing reported revenue. Statements may be […]
Report Detailing Contents of Store Transactions and POs
To access the report detailing contents of Store Transactions and POs: In Paladin, from the top ribbon, select the Invoice/Quote module. On the bottom ribbon, select F6 Recall Transaction. In the Recall Transaction window, enable one of the following transaction types: Suspended Sale Quote – Order Kit Special Order On Hold Delivery You can also […]
Disable Auto-Combine of rows in an invoice/quote
By default, Paladin auto-combines identical inventory items into a single line on the customer’s invoice or quote. To turn this feature off: In Paladin, from the main menu, select File > Setup. Select the Invoice (Store) tab. Check Disable Auto-Combining of Rows. Note: This is not available if Ace Rewards is enabled. Click Save, then […]
Invoice Margin Analysis Report
This article provides instruction on creating an Invoice Margin Analysis report. To create the report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need To Know. In the Report List pane, select Invoice Margin Analysis Report. In the Choose Report pane, click […]
Multi-Store: RF unit limited to local store
Note: This article is for multi-stores only. All RF units automatically disconnect if a user on the RF hosting terminal logs into another store. While the hosting terminal is connected to a distant store, the F8 RF Unit button is grayed out.
Watermark style line numbers
Watermark style line numbers are displayed on Paladin’s Invoice/Quotes and Purchase Orders. The same style line numbers are on the invoice screen and the PO Receive screen. With this, when the screen displays a message, such as combined with line 3, it is easy to find line 3 should you have reason to review the […]
Multi-Store: Single item transfer credit PO
Note: This KBA is only for use with a multi-store client. Note: The single item transfer system is no longer automated. If this feature is enabled, the invoice and inventory screen transfer functions will no longer deduct the transferred quantity from the supplying store. Instead, a credit PO is created in the requesting supply store […]
Resolve Part Number not Found
This feature allows a store’s employees to capture and add unknown barcodes in Paladin. When a barcode/part number is scanned that doesn’t exist in the Enterprise-wide database, a message is displayed stating Part Number Not Found, and allows employees to enter another number to resolve the issue. If the new number is found in the […]
Full sheet invoice shading option
Full sheet invoices feature the option to disable alternate line shading. While the shading helps readability onscreen and a freshly printed copy, both faxing and photocopying have difficulty reproducing the shading correctly. To turn off shading on full sheet invoices: In Paladin, from the main menu, select File > Setup. Select the Forms tab. In […]
Enable receipt text
As an expansion of inventory’s Auto Text feature, rather than allowing a unique message per inventory item, receipt text is a single four line message that appears on the customer’s receipt (when triggered). Figure 1: Receipt text To enable this feature: In Paladin, from the main menu, select File > Setup. Select the Company tab. […]
Consumer Unit labeling on invoices
Paladin supports Consumer Unit labeling and pricing data, along with the detailed delivery of this information, on receipts and invoices. To enable this feature: In Paladin, from the main menu, select File > Setup. Select the Forms tab. In the Form Information pane, check Invoice/Receipt Show Consumer Unit Data. Click Save, then click Close. Note: […]
Invoice/Quote Advanced Lookup sort feature
To use the Advanced Lookup/sort function, perform the following: In Paladin, on the top ribbon, select the Invoice/ Quote module. On the bottom ribbon of the module, click F1 Advanced Lookup. Select and enable from the following: Class Department Location Supplier Keyword The options of Exact Phrase or Include Special Order Items can also be […]
QR Codes setup
QR (quick response) codes allow customers using smart phones to scan the code and be instantly connected to relevant web-based content. Customers are immediately connected to your web page for promotions, customer feedback, coupons, special offers, or additional product information. Paladin contains a feature that lets you store a QR code and have it print […]
